Portfolio Management

We follow a disciplined process when managing your investments. Our Financial Advisors will help determine your Family Index Number which will guide us in building a customized investment portfolio to help you pursue your goals. During our Comprehensive Financial Planning meetings our Financial Advisors will get to know you on a deeper level to understand your goals and objectives. As changes occur in your life journey changes may be necessary in your investments. We review any changes in our periodic review meetings and make appropriate adjustments if needed. Our investment process is driven by trust, transparency and accountability.

Do you know what your Family Index Number is and what rate of return is necessary to achieve your financial needs?

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com.

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